I am a seasoned financial services professional with nearly fifteen years of experience working in the industry.

My background is in proprietary trading, asset management, and consulting. I currently manage a private portfolio and execute a self-created equity arbitrage strategy that has returned over 330%* with asymmetrical risk since its inception in Q4 of 2019 (performance report). Other notable private investments include GENEXA, made at a $5.5M post-money company valuation. The most recent post-money valuation of the company is $195.5M**.

Originally from the Pacific Northwest, I graduated from the University of Washington in Seattle and was recruited by one of the world’s largest Registered Investment Advisors while completing my bachelor’s degree. After working as an Investment Advisor Representative and briefly as a Vice President for a multi-billion dollar RIA and consultant in the private banking space, I began working for myself, focusing on private investments.

In my spare time I enjoy staying active, spending time with family and friends, and volunteering at my local animal shelter. I am also passionate about lifelong learning and can often be found studying new topics, learning a new language, or playing chess.

If you are interested in collaborating on a project or hiring me as a consultant, please click here to visit my company website, Interlaken Advisors.

My FINRA/SEC Series 65 License information can be accessed here.

*As of February 2023. Past performance is no guarantee of future returns. Investments carry the risk of loss, including the loss of principal.

**As of July 2021.